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James Nathaniel Meehan

Usi Advisors

Glastonbury, CT

Glastonbury, CT

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Current Employers
Usi Advisors

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2018-02-07
  • CT RA
    APPROVED
    Since 2018-02-07

Branch Locations

95 Glastonbury Boulevard, Glastonbury, CT 06033 • United States

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc New York NY 05/2016 10/2016
The Investment Center Inc New York NY 10/2016 06/2017
Usi Consulting Group, Inc. Glastonbury CT 08/2017 Present
Usi Advisors, Inc. Glastonbury CT 02/2018 Present
Usi Securities, Inc. Glastonbury CT 06/2019 Present
  • 05/2016 → 10/2016
    Lpl Financial, Llc
    New York, NY
  • 10/2016 → 06/2017
    The Investment Center Inc
    New York, NY
  • 08/2017 → Present
    Usi Consulting Group, Inc.
    Glastonbury, CT
  • 02/2018 → Present
    Usi Advisors, Inc.
    Glastonbury, CT
  • 06/2019 → Present
    Usi Securities, Inc.
    Glastonbury, CT
Previous Registrations
  • 2015-03-04 → 2016-02-08
    Sentinel Pension Advisors, Llc.
    New York, NY
    Wakefield, MA
    New York, NY
  • 2012-05-01 → 2014-11-19
    Kestra Investment Services, Llc
    New York, NY
    Syosset, NY
  • 2009-08-20 → 2012-02-08
    Morgan Stanley
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-19
S63 Uniform Securities Agent State Law Examination 2001-03-02
  • S66 Uniform Combined State Law Examination
    2009-08-19
  • S63 Uniform Securities Agent State Law Examination
    2001-03-02
Other Names
  • Jamie Meehan
  • James Nathaniel Meehan
  • Jamie N Meehan

View on SEC IAPD

Other Firms

USI SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
JANNEY MONTGOMERY SCOTT LLC
INTEGRATED WEALTH CONCEPTS LLC
CORNERSTONE PLANNING GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INTEGRITY ALLIANCE, LLC.

Other Investors

Daniel Robert Casella
STUART SELLARS WALLACE
JOSEPH MICHAEL MATTIA
DENISE M OBRIEN
JOSEPH FRANK DEROSA
BINDU MUKUNDRAY PATEL
CHRISTOPHER JOHN MARTIN
SARAH J BRUNO

Other Offices

USI ADVISORS · GLASTONBURY, CT
USI SECURITIES, INC. · GLASTONBURY, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Glastonbury, CT
CETERA INVESTMENT ADVISERS LLC · GLASTONBURY, CT
AMERIPRISE FINANCIAL SERVICES, LLC · GLASTONBURY, CT
JANNEY MONTGOMERY SCOTT LLC · Glastonbury, CT
INTEGRATED WEALTH CONCEPTS LLC · GLASTONBURY, CT
CORNERSTONE PLANNING GROUP · Glastonbury, CT

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